Brian J. Rellihan
WISE WEALTH PARTNERS
Phoenix, AZ 85016
Some features on this profile are disabled
CRD#: 4265943
Professional summary
Brian Joseph Rellihan, CFP® is a registered financial advisor currently at WISE WEALTH PARTNERS, LLC located in Phoenix, Arizona.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Wise Tax Partners; investment related: No; Location: 10004 N 1st Dr phoenix AZ 85021 United States; Position Title: Owner/Enrolled Agent; Responsibilities Duties: Income tax preparation; Start date: 2023-01-01; Hours per month during trading hours: 1; Hours per month outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 5 2) JJ Swart ; Investment related: Yes; Location: 17220 N Boswell Blvd Ste 103 Sun City, AZ 85373; Description: Tax and accounting ; Position Title: Tax preparer; Responsibilities Duties: Income tax preparation; Start date: 2021-02-01; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10% 3) Rental homes; Investment related: No; Location: 10004 N 1st Dr Phoenix AZ 85021; Description: Address of business is my residence where I manage three rental homes: 4746 E Angela Dr Phoenix, AZ 85032, 4750 E Angela Dr Phoenix, AZ 85032, 28 Spring Creek Lane Galena, IL 61036; Position Title: Owner; Responsibilities Duties: Property management; Start date: 2006-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 15% 4) Grand Canyon University; Investment related: No; Location: 3300 W Camelback Rd Phoenix AZ 85017; Description: Higher education, accredited post-secondary education; Position Title: Adjunct Professor of Finance; Responsibilities Duties: Teaching college level finance; Start Date: 2023-05-24; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: .5%
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Rellihan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
February 4, 2021 - Present
WISE WEALTH PARTNERS, LLC
Office #1: 2375 E. Camelback, Ste. 600, Phoenix, AZ 85016RIA
CRD#: 311639
Phoenix, AZ
Past
July 31, 2013 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
Phoenix, AZ
Past
July 19, 2013 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
Phoenix, AZ
Past
July 28, 2010 - July 1, 2013
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
PHOENIX, AZ
Past
July 21, 2008 - July 19, 2010
PUBLIC SAFETY FINANCIAL/GALLOWAY
RIA
CRD#: 141091
MESA, AZ
Past
June 30, 2008 - July 23, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MESA, AZ
Past
October 10, 2007 - June 27, 2008
CETERA ADVISORS LLC
RIA
CRD#: 10299
PHOENIX, AZ
Past
September 14, 2007 - June 27, 2008
CETERA ADVISORS LLC
BD
CRD#: 10299
PHOENIX, AZ
Past
October 19, 2004 - June 5, 2007
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
PHOENIX, AZ
Past
May 13, 2004 - May 28, 2004
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
LINCOLN, NE
Past
January 22, 2004 - April 7, 2004
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
April 2, 2001 - April 25, 2002
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
January 26, 2001 - March 13, 2001
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WISE WEALTH PARTNERS, LLC
WISE WEALTH PARTNERS, LLC
CRD#: 311639 / SEC#: 801-129659
RIA
Registered Investment Advisory firm - (3/8/2024 Approved)Arizona
Registered Investment Advisory firm - (3/14/2024 Terminated)California
Registered Investment Advisory firm - (4/13/2024 Terminated)Texas
Registered Investment Advisory firm - (3/14/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/4/2021)
IAR
California(11/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WISE WEALTH PARTNERS, LLC
WISE WEALTH PARTNERS, LLC
CRD#: 311639 / SEC#: 801-129659
RIA
Registered Investment Advisory firm - (3/8/2024 Approved)Arizona
Registered Investment Advisory firm - (3/14/2024 Terminated)California
Registered Investment Advisory firm - (4/13/2024 Terminated)Texas
Registered Investment Advisory firm - (3/14/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2375 E. Camelback, Ste. 600, Phoenix, AZ 85016
Mailing Address
Phone number
(480) 239-6914
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 126,628,205 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
